Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$835K
- Other$146K
- Prescription drug$119K
- Dental$48K
- Vision$45K
- Life$45K
- +2 more
Sponsor portfolio
BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC.
EIN 85-0833976real estateLatest filing 2024
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$949K premiums
Participants
242
31920 DEL OBISPO STREET, SUITE 260 - SAN JUAN CAPISTRANO, CA 92675949-545-0500birtcherandersondavis.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $949K premiums / 166 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- BLUE CROSS OF CALIFORNIA72%
- KAISER FOUNDATION HEALTH PLAN INC13%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Broker market share
Schedule A broker compensation
53%top
- THE BALDWIN GROUP WEST LLC53%
- BURNHAM BENEFITS INSURANCE SERVICES21%
- BOON CHAPMAN BENEFIT ADMINISTRATORS19%
- GIS BENEFITS INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BIRTCHER ANDERSON & DAVIS 401(K) PLAN
401k
Assets$12.9M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BIRTCHER ANDERSON & DAVIS EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$949K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BIRTCHER ANDERSON & DAVIS 401(K) PLAN | 401k | $12.9M | 143 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BIRTCHER ANDERSON & DAVIS EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $949K | 166 | 2024 |
Retirement plans
Welfare plans